Asset TV Canada’s Post

With megacaps dominating the US stock market rally this year, Julian Howard, GAM Investments’ Chief Multi-Asset Investment Strategist, argues that overlooked US mid-caps now offer compelling fundamentals. Given skewed valuations across the US market, Julian explains how a broader US equity mix could bring greater harmony to investors’ portfolios. Read more here: https://ow.ly/resM30sFx6z #AssetManagement #Investing #MultiAsset #MidCaps #Megacaps For professional investors only. Capital at risk.

With megacaps dominating the US stock market rally this year, Julian Howard, GAM Investments’ Chief Multi-Asset Investment Strategist, argues that overlooked US mid-caps now offer compelling fundamentals. Given skewed valuations across the US market, Julian explains how a broader US equity mix could bring greater harmony to investors’ portfolios. Read more here: https://ow.ly/BxKL30sFy9E #AssetManagement #Investing #MultiAsset #MidCaps #Megacaps For professional investors only. Capital at risk.

We look for value creation in the companies we are investing in - we don't look to the markets for value creation. Check out the full reply to the question "is 2024 the year for small caps to outperform" in the video interview clip below.

Experienced global small caps investor Greg Dean, CFA says one of the most common questions he's currently being asked by allocators is will 2024 be the year small caps bounce back and outperform large caps? But, as he explains in this clip from the 2024 Pinnacle Insights Series, the Langdon Equity Partners investment team aren't concerned with index-level valuation gaps between #stockmarket sectors - in fact they don't mind if it persists. You can learn more about the companies in Langdon Equity Partners' global and Canadian smaller companies portfolios here: https://lnkd.in/gXJE587R Watch the full interview with Greg Dean: https://lnkd.in/gfC6rVx8 #smallcaps #stocks #investing #PinnacleInsights

In today’s #TopMarketTakeaways, Equity Specialist Sitara Sundar unpacks why U.S. mid-cap equities are on the rise and what investors should consider as the summer season kicks off. https://lnkd.in/gm-RkiVQ

Features of a Mid Cap Fund Long-Term Investors Equity investments, including mid-cap stocks, are often volatile. Staying invested for a longer period, typically 8-10 years, helps secure good returns. Mid-cap companies are in a growth phase, and some are likely to become tomorrow’s large-cap companies, making a long-term investment horizon crucial. #MidCapFund #LongTermInvestors #EquityInvestments #StayingInvested #MidCapStocks #GrowthPhase #InvestmentHorizon

Quality matters in equity investing regardless of a company's market capitalisation. Quality mid-cap stocks can be an attractive source of long-term attractive returns while also complementing a large-cap equity portfolio. And don't forget that many of today's large caps were once mid-caps. ➡️ Join Baris Pinar, Head of Global Excellence Equities at Julius Baer, as he shares more about untapped opportunities in the quality mid-cap space in this video. #MarketInsights

Generally speaking, in US markets Mid Cap companies have a stock market capitalisation of $ 2 bn to $ 10bn. The quality mid-cap investment universe is rich with possibilities, offering the potential for portfolio diversification. ➡️ Join Baris Pinar, Head of Global Excellence Equities at Julius Baer, as he shares more about untapped opportunities in the quality mid-cap space in this video. #MarketInsights

📰 The Australian Financial Review: 12 stock picks for a tough investing environment 📈 Explore 12 expert-recommended stock picks for a potentially challenging period ahead, featuring some HM1 Core Fund Managers Magellan Financial Group, Tribeca Investment Partners and Munro Partners. 💼💡 Read more here: https://hubs.la/Q02vFqpn0 #StockPicks #InvestingInsights #MarketInsights #InvestmentLandscape